The annual report predicts that chemical stocks will "take the top spot"

In 2021, under the background of rising international bulk raw material prices, the chemical industry as a whole will show a high prosperity

The lithium battery track has become a "sweet pastry"

In terms of industries, among the pre-added companies, the most prominent performance is the lithium battery industry

In recent years, new energy vehicles have achieved unprecedented development, which has also driven the growth of lithium battery demand.

The pre-added lithium battery companies include Defang Nano, which produces lithium iron phosphate, Shi Dashenghua and Yanan Bikang, which produce electrolytes, and Rongbai Technology, which produces ternary cathode materials

Crude oil rises, companies benefit

The rise and fall of crude oil prices directly affects the profitability of the chemical industry

Xinfengming expects that the net profit attributable to shareholders of listed companies in 2021 will increase by 1.

Qi Haishen, President of Beijing Teyi Sunshine New Energy, said that, driven by the strong demand of the lithium battery industry for new energy vehicles, the layout of the phosphate link is a good industrial chain extension and application direction for phosphorus chemical companies

　　Cyclical drive performance improvement

　　The trend of cyclical stocks is closely related to the trend of commodity prices.

　　"In 2021, the entire industry will be in a state of overall prosperity, and the demand for almost all important industrial products will be relatively good.

　　The 2021 annual report predicts that 4 of the top 10 companies with the largest net profit growth are Sinochem, namely Yuntianhua, Yuanxing Energy, Yida, and Defang Nano

　　However, there are also some chemical companies whose performance has declined compared to 2020, namely Zhengguang, Fengguang, Gaomeng, Aoke, Jitai, Dawn, and Jianxin, but these companies are also profitable in 2021.

　　Regarding the performance of chemical stocks in the future, Shanxi Securities Research Report believes that under the background of carbon neutrality, the traditional chemical industry will usher in a new round of supply-side reform.